RJ

Ronald Juvonen Portfolio holdings

AUM $39.9M
1-Year Est. Return 33.6%
This Quarter Est. Return
1 Year Est. Return
+33.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.5M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.11M
2
+$3.91M
3
+$1.48M
4
GTAT
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
+$1.05M
5
MTSC
MTS Systems Corp
MTSC
+$851K

Sector Composition

1 Financials 35.13%
2 Technology 20.84%
3 Communication Services 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 20.56%
380,000
2
$9.37M 20.16%
1,075,168
-120,000
3
$6.77M 14.56%
1,739,333
4
$5.55M 11.95%
156,387
-110,100
5
$5.54M 11.93%
78,014
-11,974
6
$5.35M 11.51%
691,928
7
$4.33M 9.33%
146,500
-50,000
8
– –
-3,776,700